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Hi All, What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone: Reassigns an opportunity or Changes the status and stage on an opportunity? This would be going to the same email address…

Hello, To Start, I am an administrator on Sage CRM 7.3 SP2.1. I'm trying to set up an escalation rule that, when triggered, sends an email to those who are affected. it works fine in my dev environment but not in my live. I have mirrored the two rules…

Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you

Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…